Filed August 29, 2001 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $316,155 |
Service code 16 · EIN 20-8874282 | Consulting | $81,250 |
Service code 16 · EIN 46-1972528 | Consulting | $44,542 |
Service code 29 · EIN 58-1269995 | Legal | $5,499 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,943 | $104,165-72.2% | $96,188-69.9% | $106,520-72.8% |
| Participation rate | 46.3% | 31.3%+15.0pp | 68.4%-22.2pp | 71.3%-25.0pp |
| Annual return | 12.56% | 25.28%-12.7pp | 192.12%-179.6pp | 19.28%-6.7pp |
| Employer contribution / active EE | $454 | $599-24.3% | $2,800-83.8% | $2,840-84.0% |
| Participant deferral / active EE | $1,535 | $1,572-2.4% | $4,350-64.7% | $4,948-69.0% |
| Admin fee / account holder | $56 | $98-43.2% | $5,538-99.0% | $75-25.3% |